Profit Sharing · DOL Form 5500 · 2023

Maria I. Cardona Del Valle Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
30th
Percentile by assets National rank
$613,723
Avg per participant High balance/head
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Official DOL plan name: Maria I. Cardona Del Valle Retirement Plan · Sponsored by Maria I. Cardona Del Valle · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 3 participants

Maria I. Cardona Del Valle's Maria I. Cardona Del Valle Retirement Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 30th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,906 in Healthcare & Social Assistance (17,684 peers)

Maria I. Cardona Del Valle multi-year trail

Maria I. Cardona Del Valle's plans moved +73.6% in assets from 2022 to 2024; this filing shows Maria I. Cardona Del Valle Retirement Plan at $2M / 3 participants.

#4,906
in Healthcare & Social Assistance (17,684 peers)
+35.8%
assets growth YoY

Maria I. Cardona Del Valle Retirement Plan among the smaller filed plans by assets

Maria I. Cardona Del Valle Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,841,169 30th percentile higher than 30% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Maria I. Cardona Del Valle Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Maria I. Cardona Del Valle Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Maria I. Cardona Del Valle Retirement Plan reported net income rose from -$298K in the plan year 2022 filing to $485K in the plan year 2023 filing.
  • Maria I. Cardona Del Valle Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Maria I. Cardona Del Valle Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660527121 · Maria I. Cardona Del Valle PY 2023 · Profit Sharing

Maria I. Cardona Del Valle Retirement Plan · $2M · 3 · 30th

  • VS-ST $2M
  • VS-ST 3
  • VS-ST 30th
  • VS-ST Profit Sharing
  • VS-ST near Rehabilitation Services, Inc. Profit Sharing Plan
  • VS-ST ind #4906

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →

Maria I. Cardona Del Valle Retirement Plan in the asset neighbourhood

Maria I. Cardona Del Valle Retirement PlanMaria I. Cardona Del Valle R…$2MRehabilitation Services, Inc. Profit Sharing PlanRehabilitation Services, Inc…$2MMycoff Fry Partners LLC Profit Sharing Plan and TrustMycoff Fry Partners LLC Prof…$2MIrrigation Rentals, Inc. Profit Sharing PlanIrrigation Rentals, Inc. Pro…$2MJack T. Smith Profit Sharing Plan & TrustJack T. Smith Profit Sharing…$2M
End-of-year total assets ($M) among Maria I. Cardona Del Valle Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Maria I. Cardona Del Valle multi-year asset trail

Sponsor-wide plan assets over time

All Maria I. Cardona Del Valle plans reported in each filing year

Latest sponsor-wide plan assets
$2M 73.63487891110316% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.36M $2.35M ▲ +72.8%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 3 $2M
2024 1 3 $2M

Maria I. Cardona Del Valle filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$485K
Employer EIN660527121
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Maria I. Cardona Del Valle Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Maria I. Cardona Del Valle Retirement Plan, Total assets ($M): 1.841169 · Participants: 3Maria I. Cardona Del Valle Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Maria I. Cardona Del Valle Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Maria I. Cardona Del Valle Retirement Plan side-by-side with 3 peers →

Maria I. Cardona Del Valle Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Rehabilitation Services, Inc. Profit Sharing Plan in PA ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Maria I. Cardona Del Valle Retirement Plan assets move in 2023? ▼
Maria I. Cardona Del Valle Retirement Plan surged - up 35.8% during 2023, from $1M to $2M. Reported net income was $485K.
How have Maria I. Cardona Del Valle plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Maria I. Cardona Del Valle's sponsor-wide assets grew 73.6%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Maria I. Cardona Del Valle Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rehabilitation Services, Inc. Profit Sharing Plan in PA ($2M, 19 participants).
Which Profit Sharing plans cover a similar participant headcount to Maria I. Cardona Del Valle Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660527121.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.